All Features
OpsCel Data Import
Migrate from Spreadsheets in Minutes, Not Months
You've got 500 customers in Excel, 1200 assets in Google Sheets, and 3 years of job history in a CSV from your old system. OpsCel's CSV import handles fuzzy column matching, duplicate detection, and parent reference resolution—so you migrate data in one afternoon, not three weeks.
5 types
Import Customers, Contacts, Addresses, Assets, Jobs via CSV
Fuzzy
Column matching detects "Company Name" → "Business Name" automatically
Rollback
Undo import batch if wrong file uploaded—delete all imported rows
Capabilities
What it does
5 Entity Types Supported
Import Customers (businesses), Contacts (people), Addresses (service sites), Assets (equipment), Jobs (historical work). Each entity has dedicated import template with field mapping and validation rules.
Fuzzy Column Matching
Your CSV has "Company Name"? OpsCel maps it to "Business Name". "Tel" maps to "Phone Number". "Postcode" maps to "Postal Code". Smart matching detects common variations—no manual column renaming required.
Duplicate Detection
Uploading 500 customers but 50 already exist? System detects duplicates by email or business name, shows conflicts, lets you skip or update. No accidental duplicate customers clogging your database.
Parent Reference Resolution
Importing contacts that belong to businesses? System links contacts to existing customers by business name or email. Importing assets for customer sites? Links by address match. No manual ID mapping spreadsheets.
Validation Preview Before Import
Upload CSV, system validates all rows, shows errors (missing required fields, invalid email format, unmatched parent references). Fix errors in CSV, re-upload. Import succeeds only when all rows valid.
Batch Import with Progress Tracking
Importing 1200 assets? Progress bar shows import status—"Processing row 487 of 1200". Large imports run in background. Get notified when complete. No browser tab freezing for 10 minutes.
Import History & Rollback
See all previous imports with timestamp, user, entity type, row count. Imported wrong file? Rollback import to delete all records from that batch. Critical for fixing mistakes without manual cleanup.
Template Download Per Entity
Download CSV template for customers, contacts, addresses, assets, or jobs. Template includes all supported columns, example data, field descriptions. Fill template, upload—guaranteed column match.
Custom Field Mapping
Have custom columns that don't auto-match? Manual mapping interface lets you drag "Client Name" to "Business Name", "Mobile" to "Phone Number". Mapping saved for future imports from same source.
Team Tier Feature
Data import available on Team tier (£49/month, 5 users) and Business tier (£79/month, 8 users). Supports all 5 entity types, unlimited import batches, rollback capability. Starter tier does not include CSV import.
Process
How it works
1
Download Template
Go to Data Import, select entity type (e.g., Customers), download CSV template. Template includes required columns (Business Name, Email) and optional columns (Phone, Address, Website).
2
Prepare CSV
Fill template with your data or export from existing system. OpsCel auto-detects common column variations (e.g., "Company" → "Business Name"), but template ensures perfect match.
3
Upload & Validate
Upload CSV. System validates rows, detects duplicates (by email or business name), shows errors (missing required fields, invalid formats). Fix errors, re-upload if needed.
4
Review & Import
Preview shows how many rows will create, how many will update, how many are duplicates. Confirm import. Progress bar tracks import. Get notified when complete. Data appears in OpsCel immediately.
Benefits
Who it's for
Business Owners
- Migrate from old system in one afternoon, not three weeks of manual entry
- Import history with rollback prevents permanent mistakes from bad uploads
- Batch import handles thousands of records without browser freezing
- 5 entity types cover complete data migration (customers, contacts, sites, assets, jobs)
- Parent reference resolution links contacts to businesses automatically
- Team tier includes import—no enterprise tier jump required
Office Managers
- Fuzzy column matching detects "Tel" → "Phone" automatically—no manual renaming
- Duplicate detection prevents accidental re-imports of existing customers
- Validation preview shows errors before import—fix and re-upload easily
- Download templates ensure correct column format for guaranteed success
- Custom field mapping saves for repeated imports from same source
- Progress tracking shows import status for large batches
Field Engineers
- Historical job data imports mean you see past visits before arriving on-site
- Asset imports load equipment serial numbers and service history automatically
- Customer contact imports ensure you call the right person on-site
- No manual data entry for existing customer sites—start working day one
Comparison
Opscel vs. the rest
| Feature | Opscel | Others |
|---|---|---|
| 5 entity types (customers, contacts, addresses, assets, jobs) | ✓ | Some |
| Fuzzy column matching (auto-detects variations) | ✓ | No |
| Duplicate detection by email or business name | ✓ | Some |
| Parent reference resolution (auto-links contacts to businesses) | ✓ | No |
| Validation preview before import | ✓ | Some |
| Batch import with progress tracking | ✓ | No |
| Import history with rollback capability | ✓ | No |
| Downloadable CSV templates per entity | ✓ | Yes |
| Custom field mapping with saved presets | ✓ | No |
FAQ
OpsCel Data Import — common questions
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